Inbound leads
Website form → qualify → assign to the right rep or location in seconds.
The problem
Leads sit in a shared inbox. Dispatch texts three people. Follow-ups live in someone's head. When volume picks up, owners become the human router — and things slip.
Spreadsheets and group chats don't scale. You need clear ownership from first contact to job complete, without hiring a coordinator first.
What we build
Task routing is the logic that moves work through your business — who gets notified, who owns the next step, and what happens when someone's unavailable.
- Rule-based assignment Route by service type, territory, skill, or round-robin — whatever matches how you actually operate.
- Queues & ownership Every item has a status and an owner. No more "I thought you had it."
- Escalation & handoff Timeouts, backups, and manager alerts when something waits too long.
- Notifications built in Email and SMS when work lands — so your team acts without checking a dashboard all day.
- Audit trail See who was assigned, when, and what changed — useful for training and disputes.
Common use cases
Job dispatch
New booking routes to an available tech based on skills, area, and calendar.
Support & callbacks
Customer messages queue by priority; escalate if unanswered.
Follow-up tasks
Post-job reviews, renewals, and reminders assigned automatically after completion.
How it works
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1
Intake
Work enters from your site, email, SMS, or admin — one pipeline, not five inboxes.
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2
Classify
Tags, form answers, or service type determine what kind of work it is.
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3
Route
Rules pick the owner — or offer options when multiple people qualify.
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4
Track
Status updates, reassignments, and completion flow back to customer records.
Start with a conversation
Tell us how work moves through your business today — we'll map where routing or resource tracking would save the most time.
Email [email protected]